Any recent changes to analyst estimates for Dynatrace should also be noted by investors. These revisions typically reflect the latest short-term business trends, which can change frequently. Hence, positive alterations in estimates signify analyst optimism regarding the company's business and profitability. You can find more information on all of these metrics, and much more, on Zacks.com. In the latest market close, Dynatrace (DT) reached $46.57, with a -1% movement compared to the previous day. The stock ...

Summary of Dynatrace, Inc. Conference Call Company Overview - **Company**: Dynatrace, Inc. (NYSE:DT) - **Industry**: Observability software market, valued at approximately $50 billion [3] Core Business and Market Dynamics - Dynatrace assists companies in optimizing software performance through observability, which involves analyzing data types like logs, traces, and metrics [3] - The complexity of software workloads in a cloud environment has increased, making it more challenging to ensure software operates effectively [3] - There is a trend towards platform consolidation in observability solutions, driven by the need for improved user experience, productivity, and cost efficiency [8][9] Competitive Positioning - The shift from departmental to centralized observability decision-making is beneficial for Dynatrace, as it aligns with their integrated platform approach [9] - Over two-thirds of Dynatrace's deals involve partners, with around 30% of deals originated by partners like Accenture and Deloitte, which helps accelerate deal closures [11] - Dynatrace differentiates itself through its use of AI, particularly Hypermodal AI, which includes causal, predictive, and generative AI to enhance software performance and incident management [13][14] AI and Product Development - Dynatrace has integrated generative AI into its platform, enhancing user accessibility and query capabilities [13] - The company has historically utilized causal and predictive AI to reduce incident resolution times significantly, with examples of reducing mean time to repair from hours to minutes [14][15] - The introduction of new products, such as log management and application security, is expected to expand market opportunities and drive growth [29][36] Go-to-Market Strategy - Dynatrace is adjusting its go-to-market strategy to focus more on larger accounts, which represent significant growth potential [22][24] - The company has seen a 30% account switchover, indicating a strategic shift in targeting high-value customers [23] - The new Dynatrace Platform Subscription (DPS) model is gaining traction, with consumption growth double that of the previous pricing model [30][39] Market Opportunities and Challenges - The increasing need for effective software performance is driving demand for observability solutions, positioning Dynatrace favorably in the market [29] - The competitive landscape includes large players, but Dynatrace aims to maintain its edge through contextual analytics, Hypermodal AI, and automation [33][34] - The application security market is crowded, but Dynatrace is focusing on areas where observability data can provide a competitive advantage [47] Conclusion - Dynatrace is well-positioned to capitalize on the growing observability market through strategic partnerships, innovative AI applications, and a focused go-to-market strategy aimed at larger accounts. The company is optimistic about its growth trajectory, driven by the increasing complexity of software environments and the need for integrated observability solutions.

Company Participants Conference Call Participants Jake Roberge But with that, I'd like to introduce Rick McConnell, CEO of Dynatrace. Thank you for joining us today. My pleasure. Thanks. Good to be here, Jake. Q - Jake Roberge Rick McConnell So that's how we target and do what we do. It turns out that in a cloud world, it is harder, not easier, to make software work perfectly. So what you have is an explosion of data, massive increase in its complexity and these workloads are harder to make work better. So ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Securities registered pursuant to Section 12(b) of the Act: | | Trading | | | --- | --- | --- | | Title of each class | Symbol(s) | Name of each exchange on which registered | | Common stock, par v ...

Dynatrace, Inc. Conference Call Summary Company Overview - **Company**: Dynatrace, Inc. (NYSE:DT) - **Industry**: Observability and Application Security - **Market Size**: Approximately $50 billion market space [5][6] Core Points and Arguments Observability as a Necessity - Observability has shifted from optional to mandatory, especially for large enterprises [6] - Sophisticated observability is essential for maintaining software functionality and performance amidst increasing data complexity [6] Key Drivers of Observability Spend 1. **User Experience**: Users expect software to function perfectly; failures can lead to switching providers [9] 2. **Cost Efficiency**: Consolidation of multiple vendor solutions can reduce costs significantly [9][12] 3. **Productivity**: Streamlining incident resolution processes can drastically reduce the number of personnel involved and enhance focus on innovation [10] Consolidation Trends - Consolidation is driven by both macroeconomic factors and secular trends, with a focus on improving user experience and incident management [12] - A customer example showed a reduction in observability tool spending by over 20% after switching to Dynatrace [13] Large Deal Sizes - The company is witnessing larger strategic deals, with 9-figure expansions becoming more common [15] - Centralization of decision-making from operational levels to CIO/CTO levels is facilitating broader observability solutions [16][17] Go-to-Market Strategy Changes - A new approach to customer segmentation is being implemented, focusing on treating larger customers differently while maintaining support for smaller accounts [25][34] - Partner strategies are being refined to cater to different types of partners, enhancing collaboration and effectiveness [26] Sales Capacity and Growth - A 30% movement of sales representatives is noted, with a focus on reallocating resources to maximize productivity [30][32] - The company plans to add more sales capacity in fiscal '25, with an emphasis on improving productivity per representative [38] AI Integration - Dynatrace is leveraging hypermodal AI, which includes causal, predictive, and generative AI, to enhance observability and user interaction [43] - The introduction of Davis Copilot aims to broaden the user base by allowing non-technical users to query the platform effectively [43] Annual Recurring Revenue (ARR) and Growth Guidance - The company is adjusting its ARR guidance to reflect a more cautious outlook due to macroeconomic conditions and changes in the go-to-market strategy [50][51] - There is an expectation of a gradual increase in growth rates, with a focus on execution and maturity of recent changes [57] Additional Important Insights - Customers are increasingly looking for holistic platform solutions rather than siloed tools, which positions Dynatrace favorably in the market [53] - The company is focusing on integrating observability into cloud modernization efforts, which is seen as a strategic advantage [60][61] This summary encapsulates the key points discussed during the conference call, highlighting Dynatrace's strategic positioning, market dynamics, and future growth potential.

Dynatrace's (DT) fourth-quarter fiscal 2024 adjusted earnings of 30 cents beat the Zacks Consensus Estimate by 11.11%. The bottom line decreased 3.2% year over year. Revenues of $381 million beat the consensus mark by 1.51%. The top line increased 21% year over year and at constant currency (cc). Top-Line Details Subscription revenues climbed 23% year over year to $360 million, beating the consensus mark by 1.15%. At cc, subscription revenues increased 22% year on year. Service revenues dropped 2% from the ...

Dynatrace, Inc. (NYSE:DT) Q4 2024 Earnings Conference Call May 15, 2024 8:00 AM ET Company Participants Noelle Faris - Vice President of Investor Relations Rick McConnell - Chief Executive Officer Jim Benson - Chief Financial Officer Conference Call Participants Sanjit Singh - Morgan Stanley Kash Rangan - Goldman Sachs Koji Ikeda - Bank of America Keith Bachman - BMO Capital Markets Raimo Lenschow - Barclays Dan Bergstrom - RBC Capital Markets Brent Thill - Jefferies Fatima Boolani - Citi Operator Greetings ...

Dynatrace (DT) reported $380.85 million in revenue for the quarter ended March 2024, representing a year- over-year increase of 21.1%. EPS of $0.30 for the same period compares to $0.31 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $375.2 million, representing a surprise of +1.51%. The company delivered an EPS surprise of +11.11%, with the consensus EPS estimate being $0.27. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ...

Dynatrace (DT) came out with quarterly earnings of $0.30 per share, beating the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.31 per share a year ago. These figures are adjusted for non- recurring items. Ahead of this earnings release, the estimate revisions trend for Dynatrace: unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for th ...

| --- | --- | |---------------------------------|-------| | | | | | | | | | | | | | v | | | Q4 & FY 2024 Financial Results | | | May 15, 2024 | | v This presentation consists of these slides and the associated remarks and comments, which are related and intended to be presented and understood together. Please refer to the appendix of these slides for definitions of certain terms. This presentation includes certain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Ac ...